IME Capital’s CEO, Ashi Anand, sees strong growth in Indian defence stocks due to indigenization efforts, despite Bharat Electronics’ slightly below-expected revenue. However, Coal India faces investor hesitation due to the long-term shift from coal to renewables, questioning the sustainability of its earnings and dividend yield amidst rising costs and uncertain future.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025